Blackstone Inc.
BX- Exchange
- NYSE
- Industry
- Investment Advice
- SEC CIK
- 0001393818
In the last 90 days, Blackstone Inc. insiders filed 1 open-market purchase and 4 sales; 2,158 institutions reported holding it in 13F filings for Q2 2026, worth $63.4B in total; 3 superinvestors hold it, including Markel Group and Soros Fund Management.
13F holders, Q2 2025
Institutional positions in Blackstone Inc. as of Jun 30, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 2,112
- +56 vs. Q1 2025
- Shares held
- 512.6M
- +891.2K (+0.2%) vs. Q1 2025
- Total value
- $76.6B
- +$5.29B (+7.4%) vs. Q1 2025
- New holders
- 171
- 988 more added
- Sold out
- 115
- 667 more reduced
28 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting BX on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 2,158 | $63.4B |
| Q1 2026 | 2,137 | $60.3B |
| Q4 2025 | 2,287 | $79.0B |
| Q3 2025 | 2,205 | $87.1B |
| Q2 2025 | 2,112 | $76.6B |
| Q1 2025 | 2,084 | $71.5B |
| Q4 2024 | 2,135 | $88.4B |
| Q3 2024 | 1,938 | $77.8B |
| Q2 2024 | 1,865 | $61.6B |
| Q1 2024 | 1,848 | $64.9B |
| Q4 2023 | 1,809 | $65.6B |
| Q3 2023 | 1,667 | $53.3B |
| Q2 2023 | 1,585 | $42.4B |
| Q1 2023 | 1,561 | $40.3B |
| Q4 2022 | 1,554 | $33.9B |
| Q3 2022 | 1,533 | $37.2B |
| Q2 2022 | 1,585 | $39.9B |
| Q1 2022 | 1,676 | $55.9B |
| Q4 2021 | 1,637 | $56.3B |
| Q3 2021 | 1,438 | $49.6B |
| Q2 2021 | 1,323 | $41.9B |
| Q1 2021 | 1,188 | $30.8B |
Institutions, Q2 2025
Shares, value and share of portfolio for each institution holding Blackstone Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| SRS Capital Advisors, Inc. | 21,910 | $3.28M | 0.15% | +13,711+167.2% | Added |
| Gallagher Capital Advisors, LLC | 18,573 | $3.28M | 2.65% | +7,602+69.3% | Added |
| Horizon Investments, LLC | 21,981 | $3.27M | 0.05% | +8,738+66.0% | Added |
| Dudley Capital Management, LLC | 21,797 | $3.26M | 1.63% | −1,081−4.7% | Reduced |
| Gotham Asset Management, LLC | 21,796 | $3.26M | 0.02% | +609+2.9% | Added |
| StrongBox Wealth, LLC | 21,447 | $3.21M | 1.22% | +1,410+7.0% | Added |
| D L Carlson Investment Group Inc | 21,250 | $3.18M | 0.58% | −135−0.6% | Reduced |
| Johnson Investment Counsel Inc | 21,078 | $3.15M | 0.03% | −272−1.3% | Reduced |
| Vident Advisory, LLC | 21,076 | $3.15M | 0.04% | +1,554+8.0% | Added |
| Nations Financial Group Inc, | 20,989 | $3.14M | 0.22% | +1,067+5.4% | Added |
| Daymark Wealth Partners, LLC | 20,961 | $3.14M | 0.12% | +3,841+22.4% | Added |
| Great Lakes Retirement, Inc. | 20,875 | $3.12M | 0.37% | +1,338+6.8% | Added |
| Proactive Wealth Strategies LLC | 20,855 | $3.12M | 1.47% | +1,444+7.4% | Added |
| Magnus Financial Group LLC | 20,797 | $3.11M | 0.27% | +618+3.1% | Added |
| Principal Securities, Inc. | 20,786 | $3.11M | 0.06% | +2,194+11.8% | Added |
| Slagle Financial, LLC | 20,759 | $3.11M | 1.25% | +20,759 | New |
| Frank, Rimerman Advisors LLC | 20,709 | $3.10M | 0.21% | +6,368+44.4% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 20,696 | $3.10M | 0.16% | +1,431+7.4% | Added |
| Kingsview Wealth Management, LLC | 20,691 | $3.09M | 0.05% | +246+1.2% | Added |
| TCG Advisory Services, LLC | 20,607 | $3.08M | 0.11% | +5,387+35.4% | Added |
| Sierra Capital LLC | 20,482 | $3.06M | 0.35% | −795−3.7% | Reduced |
| Kerusso Capital Management LLC | 20,459 | $3.06M | 1.89% | +12+0.1% | Added |
| Alaethes Wealth LLC | 20,397 | $3.05M | 0.91% | +505+2.5% | Added |
| Blue Fin Capital, Inc. | 20,149 | $3.01M | 0.51% | +2,771+15.9% | Added |
| Meeder Advisory Services, Inc. | 20,106 | $3.01M | 0.16% | +869+4.5% | Added |
| Steadtrust LLC | 20,000 | $2.99M | 2.35% | +20,000 | New |
| St. Clair Advisors, LLC | 19,909 | $2.98M | 0.78% | +50+0.3% | Added |
| Hennion & Walsh Asset Management, Inc. | 19,786 | $2.96M | 0.12% | +1,737+9.6% | Added |
| Bridgewater Advisors Inc. | 16,835 | $2.96M | 0.22% | +757+4.7% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 19,628 | $2.94M | 0.20% | −1,361−6.5% | Reduced |
| Sterling Investment Advisors, Ltd. | 19,537 | $2.92M | 0.64% | +1,408+7.8% | Added |
| Illinois Municipal Retirement Fund | 19,481 | $2.91M | 0.04% | +6,076+45.3% | Added |
| Runnymede Capital Advisors, Inc. | 19,473 | $2.91M | 2.68% | −300−1.5% | Reduced |
| Ellerson Group Inc | 19,467 | $2.91M | 2.05% | +977+5.3% | Added |
| Independent Solutions Wealth Management, LLC | 19,449 | $2.91M | 0.57% | +3,761+24.0% | Added |
| BankPlus Trust Department | 19,445 | $2.91M | 0.86% | +1,401+7.8% | Added |
| Mutual Advisors, LLC | 16,201 | $2.89M | 0.07% | −1,143−6.6% | Reduced |
| Modera Wealth Management, LLC | 19,158 | $2.87M | 0.04% | +3,627+23.4% | Added |
| Ballast Advisors LLC | 19,093 | $2.86M | 0.84% | +1,241+7.0% | Added |
| Pine Valley Investments Ltd Liability Co | 18,860 | $2.82M | 0.17% | −2,786−12.9% | Reduced |
| Wealth Advisors of Tampa Bay, LLC | 18,850 | $2.82M | 1.06% | +18,850 | New |
| Redmond Asset Management, LLC | 18,785 | $2.81M | 0.67% | +3,281+21.2% | Added |
| Mesirow Financial Investment Management, Inc. | 18,696 | $2.80M | 0.05% | −1,580−7.8% | Reduced |
| Blue Square Asset Management, LLC | 18,666 | $2.79M | 1.31% | +1,102+6.3% | Added |
| Cary Street Partners Financial LLC | 18,656 | $2.79M | 0.08% | +1,566+9.2% | Added |
| Montag A & Associates Inc | 18,654 | $2.79M | 0.14% | +15,550+501.0% | Added |
| Bay Rivers Group | 18,631 | $2.79M | 1.27% | +735+4.1% | Added |
| South Dakota Investment Council | 18,480 | $2.76M | 0.05% | 00.0% | Unchanged |
| New Hampshire Trust | 18,377 | $2.75M | 0.57% | +18,377 | New |
| Alps Advisors Inc | 18,360 | $2.75M | 0.02% | −4,530−19.8% | Reduced |
| Intellectus Partners, LLC | 18,315 | $2.74M | 0.59% | +60.0% | Added |
| King Wealth | 18,312 | $2.74M | 0.37% | −28−0.2% | Reduced |
| Tealwood Asset Management Inc | 18,213 | $2.72M | 1.21% | −403−2.2% | Reduced |
| Baxter Bros Inc | 18,138 | $2.71M | 0.33% | +3,190+21.3% | Added |
| Core Alternative Capital | 17,999 | $2.69M | 0.74% | −2,039−10.2% | Reduced |
| Field & Main Bank | 17,905 | $2.68M | 0.87% | −110−0.6% | Reduced |
| Lecap Asset Management Ltd | 17,888 | $2.68M | 0.95% | +13,105+274.0% | Added |
| Aigen Investment Management, LP | 17,840 | $2.67M | 0.37% | +2,095+13.3% | Added |
| Valley National Advisers Inc | 17,795 | $2.66M | 0.43% | −275−1.5% | Reduced |
| Stonegate Investment Group, LLC | 17,729 | $2.65M | 0.07% | −40.0% | Reduced |
| Assenagon Asset Management S.A. | 17,721 | $2.65M | 0.00% | −299−1.7% | Reduced |
| JBR Co Financial Management Inc | 17,716 | $2.65M | 1.31% | −130−0.7% | Reduced |
| Garrett Investment Advisors LLC | 17,687 | $2.65M | 0.24% | +1,278+7.8% | Added |
| Moneta Group Investment Advisors LLC | 17,676 | $2.64M | 0.03% | +1,176+7.1% | Added |
| GPS Wealth Strategies Group, LLC | 17,653 | $2.64M | 0.30% | −14−0.1% | Reduced |
| Royal Capital Wealth Management, LLC | 17,643 | $2.64M | 1.76% | +10+0.1% | Added |
| Sigma Planning Corp | 17,596 | $2.63M | 0.08% | +267+1.5% | Added |
| Ballentine Partners, LLC | 17,550 | $2.63M | 0.04% | −234−1.3% | Reduced |
| Institute for Wealth Management, LLC. | 17,548 | $2.62M | 0.29% | +235+1.4% | Added |
| Bank Ozk | 17,450 | $2.61M | 1.00% | +633+3.8% | Added |
| Savant Capital, LLC | 17,392 | $2.60M | 0.02% | +392+2.3% | Added |
| MWA Asset Management | 17,324 | $2.59M | 1.59% | +617+3.7% | Added |
| Capital City Trust Co | 17,306 | $2.59M | 0.67% | −1,010−5.5% | Reduced |
| Koa Wealth Management, LLC | 17,162 | $2.57M | 2.04% | +90+0.5% | Added |
| Linden Thomas Advisory Services, LLC | 17,108 | $2.56M | 0.28% | +767+4.7% | Added |
| Man Group plc | 16,976 | $2.54M | 0.01% | +15,382+965.0% | Added |
| Atomi Financial Group, Inc. | 16,952 | $2.54M | 0.10% | −1,331−7.3% | Reduced |
| Orca Wealth Management, LLC | 16,871 | $2.52M | 2.13% | −479−2.8% | Reduced |
| IFC Advisors LLC | 16,792 | $2.51M | 0.47% | −128−0.8% | Reduced |
| River Street Advisors LLC | 16,784 | $2.51M | 1.08% | +876+5.5% | Added |
| AIA Group Ltd | 16,772 | $2.51M | 0.05% | −23,789−58.6% | Reduced |
| Benjamin Edwards Inc | 16,718 | $2.50M | 0.03% | +284+1.7% | Added |
| Means Investment Co., Inc. | 16,594 | $2.48M | 0.24% | +77+0.5% | Added |
| Zevenbergen Capital Investments LLC | 16,505 | $2.47M | 0.05% | +530+3.3% | Added |
| Acorn Wealth Advisors, LLC | 16,501 | $2.47M | 0.92% | +813+5.2% | Added |
| HighPoint Advisor Group LLC | 16,487 | $2.47M | 0.13% | −504−3.0% | Reduced |
| Keybank National Association | 16,479 | $2.46M | 0.01% | +472+2.9% | Added |
| WealthPLAN Partners, LLC | 16,451 | $2.46M | 0.40% | −3,560−17.8% | Reduced |
| First National Bank Sioux Falls | 16,446 | $2.46M | 0.90% | −247−1.5% | Reduced |
| Madison Park Capital Advisors, LLC | 16,423 | $2.46M | 2.07% | −697−4.1% | Reduced |
| XML Financial, LLC | 16,418 | $2.46M | 0.21% | +1,249+8.2% | Added |
| Canton Hathaway, LLC | 16,352 | $2.45M | 0.50% | 00.0% | Unchanged |
| Simplex Trading, LLC | 16,222 | $2.43M | 0.07% | −66,115−80.3% | Reduced |
| United Capital Financial Advisers, LLC | 16,217 | $2.43M | 0.02% | −129−0.8% | Reduced |
| Chickasaw Capital Management LLC | 16,194 | $2.42M | 0.10% | +1,653+11.4% | Added |
| MUFG Securities Americas Inc. | 16,171 | $2.42M | 0.21% | +3,215+24.8% | Added |
| Ausdal Financial Partners, Inc. | 16,136 | $2.41M | 0.16% | −1,332−7.6% | Reduced |
| Private Trust Co NA | 16,072 | $2.40M | 0.23% | +3,084+23.7% | Added |
| Caxton Associates LLP | 15,988 | $2.39M | 0.06% | +15,988 | New |
| GoalVest Advisory LLC | 15,980 | $2.39M | 0.59% | −604−3.6% | Reduced |